NGL Energy Partners: Capacity Expansion Indicates Undervaluation |
LEX II expansion will significantly boost NGL's capacity and free cash flow, supporting strong future growth potential. Recent asset sales and debt refinancing improve NGL's financial profile, lowering net debt and potentially attracting new investors. NGL appears deeply undervalued, trading below net property and equipment value, with a DCF-based fair value above $6 per share. |
seekingalpha.com |
2025-05-16 08:33:19 |
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NGL Energy Partners Announces Earnings Call |
TULSA, Okla.--(BUSINESS WIRE)--NGL Energy Partners Announces Earnings Call. |
businesswire.com |
2025-05-09 20:35:00 |
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NGL Energy Partners LP Announces Recent Asset Sales and Other Cash Proceeds Totaling Approximately $270 Million |
TULSA, Okla.--(BUSINESS WIRE)--NGL Energy Partners LP Announces Recent Asset Sales and Other Cash Proceeds Totaling Approximately $270 Million. |
businesswire.com |
2025-05-05 10:30:00 |
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Phillips 66 completes acquisition of EPIC NGL |
HOUSTON--(BUSINESS WIRE)--Phillips 66 announced today the completion of its previously announced acquisition of EPIC Y-Grade GP, LLC and EPIC Y-Grade, LP. |
businesswire.com |
2025-04-01 21:00:00 |
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NGL Energy Partners LP Announces Quarterly Cash Distribution for the Class B, Class C, and Class D Preferred Units |
TULSA, Okla.--(BUSINESS WIRE)--NGL Energy Partners LP Announces Quarterly Cash Distribution for the Class B, Class C, and Class D Preferred Units. |
businesswire.com |
2025-03-19 18:30:00 |
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NGL: Slow Quarter But Exiting Liquids Business Is A Positive |
NGL's Q3 earnings missed expectations, but management is optimistic about Q4 and future growth due to new customers and contracts. The company is exiting the underperforming liquids business, selling 18 terminals for $95 million to pay down debt and improve cash flow. New long-term contracts on the Grand Mesa pipeline and the LEX II project are expected to boost EBITDA to above $650 million for fiscal '26. |
seekingalpha.com |
2025-02-27 11:24:42 |
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Coldstream Energy Launches the MaCH4™ NGL Recovery Solution with Archrock as Strategic Distribution Partner |
HOUSTON--(BUSINESS WIRE)--Coldstream Energy, LLC (“Coldstream”), an innovator in natural gas processing technology for maximizing profits and reducing emissions at compressor stations, today announced the launch of its MaCH4 NGL Recovery Solution (“MaCH4”). MaCH4 is an energy- and cost-efficient gas separation solution developed and patented by Coldstream. The solution is highly effective at recovering NGLs, reducing VOC emissions from compressor stations, and avoiding engine performance derati. |
businesswire.com |
2025-02-27 10:00:00 |
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NGL Energy Partners LP Common Units (NGL) Q3 2025 Earnings Call Transcript |
NGL Energy Partners LP Common Units (NYSE:NGL ) Q3 2025 Earnings Conference Call February 10, 2025 5:00 PM ET Company Participants Brad Cooper - CFO Mike Krimbill - CEO Doug White - EVP, Water Solutions Conference Call Participants Derrick Whitfield - Texas Capital James Spicer - TD Securities Operator Greetings. Welcome to the NGL Energy Partners 3Q ‘25 earnings call. |
seekingalpha.com |
2025-02-10 20:47:50 |
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NGL Energy Partners LP Announces Third Quarter Fiscal 2025 Financial Results |
TULSA, Okla.--(BUSINESS WIRE)--NGL Energy Partners LP Announces Third Quarter Fiscal 2025 Financial Results. |
businesswire.com |
2025-02-10 18:38:00 |
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Should Value Investors Buy NGL Energy Partners (NGL) Stock? |
Here at Zacks, our focus is on the proven Zacks Rank system, which emphasizes earnings estimates and estimate revisions to find great stocks. Nevertheless, we are always paying attention to the latest value, growth, and momentum trends to underscore strong picks. |
zacks.com |
2025-01-30 12:46:31 |
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NGL Exports, Asset Acquisitions, Trump, And Healthy FCF Will Shape Coterra's Future |
In November 2024, Coterra acquired assets for $3,950 million. With this acquisition, the company expects to increase its production between 7.95% and 13.94% from 2023 to 2025. Coterra has signed contracts to export 200 mmcfd between 2027 and 2038. The company has a debt-to-equity ratio of 18.11% and a solid financial position. In fact, the retained earnings increased from $1,569 million in 2021 to $5,716 million in 2024Q3. |
seekingalpha.com |
2025-01-19 09:48:19 |
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Energy Transfer: Should Benefit From Rising Production, Growing NGL Demand |
Energy Transfer LP is well-positioned for growth due to its extensive midstream infrastructure and potential benefits from increased U.S. oil production under the incoming administration. The company's export facilities could see higher throughput volumes if domestic energy production rises, providing a boost to the company's cash flow. Energy Transfer has a strong balance sheet, reasonable leverage, and a solid distribution coverage ratio, making it a reliable investment for income seekers. |
seekingalpha.com |
2025-01-17 19:18:42 |
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Phillips 66 Makes An Intelligent Acquisition Of EPIC NGL |
Phillips 66's $2 billion acquisition in the Permian Basin enhances midstream portfolio, expected to generate $280 million in EBITDA with synergies. The company doubled its midstream EBITDA over 3 years, providing reliable cash flow and mitigating downstream business volatility. Strategic priorities include maintaining low costs, disciplined growth, and expanding the renewable portfolio, with $12.5 billion in shareholder distributions since July 2022. |
seekingalpha.com |
2025-01-12 22:49:48 |
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3 Natural Gas Stocks Set to Thrive in This Winter's Freeze |
MarketBeat keeps track of Wall Street's top-rated and best performing research analysts and the stocks they recommend to their clients on a daily basis. |
marketbeat.com |
2025-01-11 09:16:09 |
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NGL Energy Partners Announces Earnings Call |
TULSA, Okla.--(BUSINESS WIRE)--NGL Energy Partners Announces Earnings Call. |
businesswire.com |
2025-01-09 08:35:00 |
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Phillips 66 to Strengthen NGL Foothold With $2.2B EPIC NGL Deal |
PSX states that the EPIC NGL acquisition is expected to generate attractive returns for the company and be immediately accretive to its earnings per share. |
zacks.com |
2025-01-07 17:16:09 |
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Oil refiner Phillips 66 plans to acquire EPIC NGL in $2.2 bln deal |
U.S. oil refiner Phillips 66 said on Monday it will acquire EPIC Y-Grade GP and EPIC Y-Grade in an all-cash deal for $2.2 billion. |
reuters.com |
2025-01-06 21:07:20 |
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Phillips 66 to grow Permian midstream business with EPIC NGL acquisition |
HOUSTON--(BUSINESS WIRE)--Phillips 66 announced a definitive agreement to buy EPIC Y-Grade GP, LLC and EPIC Y-Grade, LP for total cash consideration of $2.2 billion. |
businesswire.com |
2025-01-06 20:48:00 |
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NGL Energy Partners LP Announces Quarterly Cash Distribution for the Class B, Class C, and Class D Preferred Units |
TULSA, Okla.--(BUSINESS WIRE)--NGL Energy Partners LP Announces Quarterly Cash Distribution for the Class B, Class C, and Class D Preferred Units. |
businesswire.com |
2024-12-12 18:27:00 |
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NGL Preferred: Yields Way Too High, Opportunity In Common Units But Higher Risk |
NGL's Q2 EBITDA was below expectations due to weak liquids business. Water solutions segment saw higher operating income, despite lower headline adjusted EBITDA. Liquids business is struggling, prompting NGL to lower full-year EBITDA guidance and consider asset sales; crude oil logistics also underperformed. Preferred units offer better risk/reward than common units; preferred B yields over 13% and is less exposed to business volatility outside water solutions. |
seekingalpha.com |
2024-11-15 15:05:09 |
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NGL Energy Partners LP Common Units (NGL) Q2 2025 Earnings Call Transcript |
NGL Energy Partners LP Common Units. (NYSE:NGL ) Q2 2025 Earnings Conference Call November 12, 2024 5:00 PM ET Company Participants Brad Cooper - Executive Vice President and Chief Financial Officer, NGL Energy Partners LP Michael Krimbill - Chief Executive Officer, NGL Energy Partners LP David Sullivan - Vice President Finance, NGL Energy Partners LP Doug White - Executive Vice President, Water Solutions Conference Call Participants Ned Baramov - Wells Fargo Operator Greetings. |
seekingalpha.com |
2024-11-12 22:44:33 |
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NGL Energy Partners LP Announces Second Quarter Fiscal 2025 Financial Results |
TULSA, Okla.--(BUSINESS WIRE)--NGL Energy Partners LP Announces Second Quarter Fiscal 2025 Financial Results. |
businesswire.com |
2024-11-12 18:35:00 |
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NGL Energy Partners: Distributions Might Not Return Until 2029 Or Later |
NGL Energy Partners has not declared common distributions since 2020 and sadly, they might not return until 2029 or later. Mostly due to their Class D series preferred units that could see a $600m obligation arise in early 2028 when unitholders can force them to be redeemed. When added to their accompanying preferred distributions and estimated capital expenditure, I estimate a circa $300m cash shortfall across the next three years. |
seekingalpha.com |
2024-11-05 18:16:09 |
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NGL Energy Partners Announces Earnings Call |
TULSA, Okla.--(BUSINESS WIRE)--NGL Energy Partners Announces Earnings Call. |
businesswire.com |
2024-10-15 10:30:00 |
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NGL Preferred: 2 Reasons To Own The B Series Over The C Series |
The series B preferred shares of NGL offer a compelling risk/reward ratio, especially for income-oriented investors, with a 16.28% return over eight months. The B series preferred shares are slightly better than the C series due to a higher distribution yield and better liquidity. Both series are designed to float above LIBOR, but the B series benefits from an additional fallback spread, enhancing its yield. |
seekingalpha.com |
2024-10-09 08:44:10 |
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NGL Energy Partners LP Announces Quarterly Cash Distribution for the Class B, Class C, and Class D Preferred Units |
TULSA, Okla.--(BUSINESS WIRE)--NGL Energy Partners LP Announces Quarterly Cash Distribution for the Class B, Class C, and Class D Preferred Units. |
businesswire.com |
2024-09-19 10:30:00 |
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NGL: It's All About Water. Common And Preferred Units Still Buys |
The company reaffirmed guidance for Fiscal 2025, with a focus on water solutions and capital usage to pay down debt. NGL Partners reported an okay first quarter with adjusted EBITDA of $144.3 million, driven by water services. Water services saw a slight increase in EBITDA, helped by higher skim oil profits and increased produced water processed. |
seekingalpha.com |
2024-08-13 04:56:52 |
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NGL Energy Partners LP Common Units (NGL) Q1 2025 Earnings Call Transcript |
NGL Energy Partners LP Common Units (NYSE:NGL ) Q1 2025 Earnings Conference Call August 8, 2025 5:00 PM ET Company Participants Brad Cooper - Executive Vice President and Chief Financial Officer, NGL Energy Partners LP Michael Krimbill - Chief Executive Officer, NGL Energy Partners LP David Sullivan - Vice President Finance, NGL Energy Partners LP Conference Call Participants Sunil Sibal - Seaport Research Partners Patrick Fitzgerald - Baird Jason Mandel - RBC Capital Markets [Transcript provided by the Company] Operator Thank you for standing by. My name is Max and I will be your conference operator for today. |
seekingalpha.com |
2024-08-09 21:19:04 |
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NGL Energy Partners LP Announces First Quarter Fiscal 2025 Financial Results |
TULSA, Okla.--(BUSINESS WIRE)--NGL Energy Partners LP Announces First Quarter Fiscal 2025 Financial Results. |
businesswire.com |
2024-08-08 20:35:00 |
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NGL Energy Partners LP Announces Availability of Its 2023 Schedule K-3s |
TULSA, Okla.--(BUSINESS WIRE)--NGL Energy Partners LP Announces Availability of its 2023 Schedule K-3s. |
businesswire.com |
2024-08-01 10:30:00 |
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NGL Energy Partners (NGL) Loses -5.86% in 4 Weeks, Here's Why a Trend Reversal May be Around the Corner |
NGL Energy Partners (NGL) is technically in oversold territory now, so the heavy selling pressure might have exhausted. This along with strong agreement among Wall Street analysts in raising earnings estimates could lead to a trend reversal for the stock. |
zacks.com |
2024-07-12 14:36:13 |
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NGL Energy Partners LP Announces Quarterly Cash Distribution for the Class B, Class C, and Class D Preferred Units |
TULSA, Okla.--(BUSINESS WIRE)--NGL Energy Partners LP Announces Quarterly Cash Distribution for the Class B, Class C, and Class D Preferred Units. |
businesswire.com |
2024-06-21 10:25:00 |
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3 Refining & Marketing MLP Stocks That Are Worth a Look |
Industry Overview |
zacks.com |
2024-06-14 13:00:42 |
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NGL: Soft Q4 In Crude And Liquids Logistics But Good Outlook |
NGL reported weaker than expected Q4 earnings, with adjusted EBITDA at $147.5 million compared to $173 million last year. Crude logistics and liquids were much weaker than expected, with lower production and expired contracts leading to lower volumes and margins. Water solutions performed well, with adjusted EBITDA at $123.4 million, and is expected to drive future growth for the company. |
seekingalpha.com |
2024-06-07 20:59:31 |
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NGL Energy Partners LP Common Units (NGL) Q4 2024 Earnings Call Transcript |
NGL Energy Partners LP Common Units (NYSE:NGL ) Q4 2024 Earnings Conference Call June 6, 2024 5:00 PM ET Company Participants Brad Cooper - Chief Financial Officer Mike Krimbill - Chief Executive Officer Conference Call Participants Tarek Hamid - J.P. Morgan Gregg Brody - Bank of America Jason Mendel - RBC Ned Baramov - Wells Fargo Operator Greetings. |
seekingalpha.com |
2024-06-06 23:54:08 |
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NGL Energy Partners LP Announces Fourth Quarter and Full Year Fiscal 2024 Financial Results; Guidance for Fiscal 2025 |
TULSA, Okla.--(BUSINESS WIRE)--NGL Energy Partners LP Announces Fourth Quarter and Full Year Fiscal 2024 Financial Results; Guidance for Fiscal 2025. |
businesswire.com |
2024-06-06 20:33:00 |
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NGL Energy Partners LP Announces $50 Million LP Common Unit Repurchase Program |
TULSA, Okla.--(BUSINESS WIRE)--NGL Energy Partners LP Announces $50 Million LP Common Unit Repurchase Program. |
businesswire.com |
2024-06-06 20:20:00 |
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Should Value Investors Buy NGL Energy Partners (NGL) Stock? |
Here at Zacks, our focus is on the proven Zacks Rank system, which emphasizes earnings estimates and estimate revisions to find great stocks. Nevertheless, we are always paying attention to the latest value, growth, and momentum trends to underscore strong picks. |
zacks.com |
2024-06-03 14:46:11 |
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